Westside Investment Management’s Hartford Schroders Tax-Aware Bond ETF HTAB Stock Holding History

Westside Investment Management’s Portfolio HTAB Stock Details HTAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.4K	Hold	2,000	–	–	0.01%	683
2026 Q1	$38K	Hold	2,000	–	–	0.01%	655
2025 Q4	$38.3K	Hold	2,000	–	–	0.01%	631
2025 Q3	$38.3K	Hold	2,000	–	–	0.01%	638
2025 Q2	$37.4K	Hold	2,000	–	–	0.01%	512
2025 Q1	$38.3K	Hold	2,000	–	–	0.01%	446
2024 Q4	$38.7K	Hold	2,000	–	–	0.01%	442
2024 Q3	$39.6K	Hold	2,000	–	–	0.01%	436
2024 Q2	$38.6K	Hold	2,000	–	–	0.01%	421
2024 Q1	$39.2K	Hold	2,000	–	–	0.01%	414
2023 Q4	$39.5K	Hold	2,000	–	–	0.01%	389
2023 Q3	$36.5K	Hold	2,000	–	–	0.01%	389
2023 Q2	$38.9K	Hold	2,000	–	–	0.01%	387
2023 Q1	$39.2K	Hold	2,000	–	–	0.01%	388
2022 Q4	$38	Sell	2,000 -6,300	-76%	-$118K	﹤0.01%	441
2022 Q3	$152	Sell	8,300 -24,400	-75%	-$472K	﹤0.01%	333
2022 Q2	$399K	Sell	32,700 -68,200	-68%	-$1.32M	0.9%	26
2022 Q1	$400K	Buy	100,900 +16,000	+19%	+$331K	0.88%	28
2021 Q4	$261K	Buy	84,900 +30,300	+55%	+$651K	0.6%	37
2021 Q3	$261K	Buy	54,600 +7,700	+16%	+$168K	0.6%	37
2021 Q2	$262K	Sell	46,900 -2,600	-5%	-$56.4K	0.61%	36
2021 Q1	$260K	Buy	49,500 +46,500	+1,550%	+$1.01M	0.69%	34
2020 Q4	$65	Hold	3,000	–	–	﹤0.01%	323
2020 Q3	$65	Hold	3,000	–	–	﹤0.01%	328
2020 Q2	$64	Hold	3,000	–	–	﹤0.01%	309
2020 Q1	$62	Buy	+3,000	New	+$63K	﹤0.01%	314

Other funds holding HTAB

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IWP

IAG Wealth Partners Waukesha, Wisconsin $1.01B AUM 17.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Westside Investment Management's HTAB Position: Q2 2026 in Review

Westside Investment Management held its Hartford Schroders Tax-Aware Bond ETF (HTAB) position steady in Q2 2026 at 2,000 shares worth $38.4K. The position accounts for 0.01% of the portfolio, ranked #683.

Westside Investment Management first reported a position in HTAB in Q1 2020 and has held it in 26 quarters since. The position peaked at $400K in Q1 2022. 23 funds tracked by Wall St. Rank hold HTAB as of Q2 2026.

Westside Investment Management held 2,000 shares of Hartford Schroders Tax-Aware Bond ETF worth $38.4K as of Q2 2026.
Westside Investment Management left its Hartford Schroders Tax-Aware Bond ETF share count unchanged in Q2 2026.
Hartford Schroders Tax-Aware Bond ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #683 holding.
Westside Investment Management first reported a position in Hartford Schroders Tax-Aware Bond ETF in Q1 2020 and has held it in 26 quarters since.
Westside Investment Management's Hartford Schroders Tax-Aware Bond ETF position peaked at $400K in Q1 2022.
23 funds tracked by Wall St. Rank held Hartford Schroders Tax-Aware Bond ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.